Small business owner reviewing financial reports with 42 Advisory accountant in the Melbourne office

Personal Tax Accountant in Chadstone & Melbourne

Personal Tax Accountant Chadstone – Tax Return Specialists

Smart, compliant and stress-free personal tax returns — handled by a responsive, fixed-fee Melbourne accounting team who take the guesswork out of ATO lodgement, deductions and tax planning.

Personal Tax Return Services

Personal Tax Returns Made Simple, Accurate & ATO-Compliant

 

Our personal tax return service is built for busy professionals, investors, tradies and self-employed individuals who want their return done correctly — without stress, delays or unexpected tax bills.

We review all income streams (salary, ABN, business, PSI, rental, dividends, crypto), identify eligible deductions, and prepare a fully compliant ATO lodgement with maximised outcomes. With fixed fees, fast turnaround and responsive communication, we make tax time straightforward and transparent.

Whether you need a simple individual tax return or support with investments, capital gains, rental properties or crypto trading, our Chadstone-based accountants ensure everything is handled accurately and on time.

What We Cover

Common Tax Return Areas We Assist With

Individual Tax Return

We prepare complete individual tax returns for employees, contractors and professionals. This includes reviewing your income statements, work-related deductions, allowances and any additional income sources to ensure your return is accurate, compliant and fully optimised.

For higher-income earners, we also review and calculate Division 293 tax to determine if an additional assessment applies to your superannuation contributions and ensure it is correctly reported and managed.

After your return is lodged, we assist with PAYG timelines and ATO payment schedules, explaining when your notice of assessment is due, how instalments may change, and what to expect for future PAYG obligations so there are no surprises.

PAYG Instalment Variations

If your income has changed — for example, due to business income or investment gains — we can help adjust your PAYG instalments to avoid overpaying tax or getting a surprise bill at year-end.

Rental Properties

We assist property investors with rental schedules, interest deductions, depreciation claims, capital works, repairs vs. improvements, and record-keeping requirements. You get a compliant return that captures every eligible deduction.

Capital Gains Tax (CGT)

Whether you’ve sold shares, crypto, property or other assets, we calculate capital gains or losses, apply discounts, and ensure all CGT events are correctly reported. This reduces errors and keeps your return ATO-compliant.

Crypto Tax — Investor & Trader

We specialise in crypto tax for investors and traders. This includes calculating gains and losses, staking income, airdrops, DeFi activity, and reconciling data from exchanges and wallets. You receive an accurate, audit-ready crypto tax report.

Self-Employed / Sole Trader

For sole traders, tradies, creatives and freelance professionals, we prepare full business income statements, claim allowable deductions, manage PSI rules where relevant, and ensure your ABN income is correctly reported.

Business Structure Advice

If your income or activities are growing, we can advise whether a company, trust or partnership structure may be more appropriate. We explain the tax implications, compliance requirements and setup process in clear, practical terms.

Accredited. Connected. Trusted.

Certified Melbourne Accountants Backed by Australia’s Leading Platforms

Trusted by Melbourne’s medical professionals, ecommerce brands, and local service businesses. We simplify your tax, accounting, and growth strategy.
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For Employees, Investors & Sole Traders

Personalised Tax Returns — Because Every Client’s Situation Is Unique

At 42 Advisory, we don’t just lodge tax returns — we guide you through them. Every client’s situation is different, so we take the time to understand your income, investments and deductions before providing clear, practical advice. Whether you’re a full-time employee, a tradie with ABN income, an investor managing rental properties and a share portfolio, or a sole trader juggling multiple income streams, we translate the tax rules into simple steps you can actually follow.

We also help you stay ahead of the ATO curve. If your income changes or you become eligible for a PAYG Withholding Variation, we can apply on your behalf or update your PAYG instalments to keep your cash flow steady and your tax aligned with your real position — no overpaying, no unexpected bills.

Our philosophy is simple:  don’t panic — we’ve got it handled.

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Comprehensive Individual & Investment Tax Support

We Handle All Scenarios — So You Don’t Have To

Our Melbourne-based tax accountants help clients from all walks of life — from first-time lodgers to experienced investors.
We provide practical, compliant, and proactive tax advice across a wide range of individual situations.

Core Services Include:


Work-Related Deductions – Ensure all eligible expenses are claimed correctly — from uniforms and equipment to travel and professional education.
Property Investment & Rental Schedules – We capture every expense, borrowing cost, and depreciation to maximise your deductions.
Property Sales & CGT – Whether selling a rental or subdividing your home, we calculate cost base adjustments, holding costs, and capital gains accurately.
Subdivision & Mixed-Use Property – If you’ve split a property (live in one, rent or sell another), we handle both compliance and strategic tax outcomes.
Sole Traders & Side Businesses – From Uber to online retail, we manage income, deductions, GST, and PSI rules for your business income.
Crypto & Stock Transactions – Reporting and reconciliation for trading, staking, and investment portfolios.
Income Projections & Tax Planning – Plan for the year ahead with PAYG variation advice and cash flow forecasting.

 

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Why Melbourne Clients Choose Us for Personal Tax

Professional Expertise. Personal Care.

We believe tax advice should be personal, not transactional.
Our accountants take the time to explain what you can claim, what’s changed, and what to expect — so you feel informed and confident, not rushed.

Whether you’re managing investments, property sales, or multiple income sources, we’re here to simplify the process and help you make smarter decisions.

“We speak your language — clarity, confidence, and compliance.”
Because your peace of mind is worth more than a quick return.

Ready to Get Started?

Book a Personal Tax Return Consultation

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